2023 Form 5500 filing — Boston School Bus Drivers Deferred Retirement And Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002074402NAL0016690338001) for Boston School Bus Drivers Deferred Retirement And Savings Plan, reported by The Boston School Bus Drivers' Deferred Rtmt & Svgs Plan Committee under EIN 81-0859358 and plan number 001. It reports 1,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002074402NAL0016690338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Boston School Bus Drivers' Deferred Rtmt & Svgs Plan Committee
- EIN
- 81-0859358
- Plan number
- 001
- Location
- Roslindale, MA
- Participants
- 1,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,900,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,900,448
- Employer contributions
- $1,535,071
- Participant contributions
- $3,600,640
- Total income / additions
- $12,365,477
- Benefits paid
- $5,668,491
- Administrative expenses
- $84,340
- Total expenses
- $5,752,831
- Net increase / (decrease)
- $6,612,646
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steven Gillis | PLAN ADMIN | $78,000 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | N/A | $5,340 | not reported in the loaded dataset |